Charles Schwab Independent Branch- St. Augustine

Charles Schwab Independent Branch- St. Augustine As a Schwab Independent Branch Leader and Financial Consultant, I lead an independent branch in St. Augustine, FL. Brokerage Products: Not FDIC Insured.

I’m passionate about advocating for local investors in St. Augustine and our surrounding communities and I share Schwab’s belief that honesty and accountability are the cornerstones of strong relationships. When you visit our local branch, you’ll find that we provide financial guidance on your terms. We partner with you to understand your goals, create a personalized plan, and develop your investm

ent strategy. We can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

Schwab’s modern approach to wealth management is all about transparency, value, and helping you take ownership of your financial life. That’s why we encourage you to get involved, ask tough questions, and demand accountability. Come meet our team and see how we’re different. To learn more, call (904) 495-0360 or visit Schwab.com/StAugustine. No Bank Guarantee. May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab.

Five Years, $750 Million in assets, One Incredible Journey! Hard to believe it’s already been five years since opening t...
10/31/2025

Five Years, $750 Million in assets, One Incredible Journey!

Hard to believe it’s already been five years since opening the Charles Schwab Independent Branch – St. Augustine!

I love what I do and I’m so grateful for our clients, our team, and everyone who’s been part of this journey. Here’s to continuing to support our clients and helping them Own Their Tomorrow!

Our growth comes from being aligned with an amazing firm, great relationships with other professionals, and—most of all—referrals from our clients. That says A LOT!

The goal was $500 million in assets by year five… and I’m proud to share we’ve hit $750 million! With your continued trust and support, we’re going for $1 billion by 10/30/2026!
Let’s go!!!

We Love sponsoring and participating in Pink Up The Pace. Pink Up the PaceOur team was proud to support survivors and th...
10/06/2025

We Love sponsoring and participating in Pink Up The Pace. Pink Up the Pace

Our team was proud to support survivors and their families. Events like this remind us how powerful it is when local businesses and neighbors come together for a meaningful cause.

A heartfelt thank you to the organizers, volunteers, and everyone who helped make this event such a success.

Congratulations to Alex Lovaglio on passing the Series 7 exam!!! A 4hr exam is no joke! We’re excited to see all the gre...
10/02/2025

Congratulations to Alex Lovaglio on passing the Series 7 exam!!! A 4hr exam is no joke!
We’re excited to see all the great things you’ll accomplish here at the St. Augustine Charles Schwab office—this is just the beginning.

🦩 Feeling extra grateful today! A big thank you to Pick Up the Pace for the Bronze Spotlight and for letting me, Justin ...
09/08/2025

🦩 Feeling extra grateful today! A big thank you to Pick Up the Pace for the Bronze Spotlight and for letting me, Justin Dolan with Charles Schwab, be part of such a meaningful event in our community.

It’s also a double celebration—5 years since signing my Schwab franchise and St. Augustine’s 460th birthday! 🎉 Couldn’t imagine a better place to grow, give back, and celebrate history together.

Here’s to many more years ahead—cheers, St. Augustine! 🥂

Pink Up the Pace

🦩 Bronze Spotlight 🦩
A big thank you to Justin Dolan at Charles Schwab Independent Branch- St. Augustine, one of our Bronze Sponsors! Just like flamingos stand tall together, your support helps us rise higher and make a greater impact. We couldn’t do this without you!

👉 Register today at https://runsignup.com/Race/FL/StAugustine/PinkUpThePace5kWalkRun

09/08/2025

🦩 Feeling extra grateful today! A big thank you to Pick Up the Pace for the Bronze Spotlight and for letting me, Justin Dolan with Charles Schwab, be part of such a meaningful event in our community.

It’s also a double celebration—5 years since signing my Schwab franchise and St. Augustine’s 460th birthday! 🎉 Couldn’t imagine a better place to grow, give back, and celebrate history together.

Here’s to many more years ahead—cheers, St. Augustine! 🥂

Pink Up the Pace

Please help us welcome Alex Lovaglio to the team!“Hard work and dedication truly open doors to meaningful opportunities....
08/20/2025

Please help us welcome Alex Lovaglio to the team!

“Hard work and dedication truly open doors to meaningful opportunities. Earning the opportunity to join Charles Schwab reflects a journey of perseverance, growth, and commitment to making a positive impact. I’m proud to be part of a team that values not only financial excellence but also giving back and supporting the community. I’m excited to help clients build confidence in their financial futures while contributing to efforts that strengthen the communities we serve.”
-Alex Lovaglio

St. Jude Spanish Street Fiesta was a beautiful night of fun & fundraising.  We’re always happy to support St. Jude Child...
11/08/2024

St. Jude Spanish Street Fiesta was a beautiful night of fun & fundraising. We’re always happy to support St. Jude Children’s Research Hospital. So proud of our local chapter and all the people that make these events so successful.

Today marks a special milestone: the four-year anniversary of opening the Charles Schwab Independent Branch- St. Augusti...
10/30/2024

Today marks a special milestone: the four-year anniversary of opening the Charles Schwab Independent Branch- St. Augustine. After two years of careful planning and collaboration with Schwab, Justin Dolan was awarded the 73rd franchise agreement opening the St. Augustine office on October 30, 2020.

Currently there are only 95 Schwab franchise owners worldwide.

Representing the top broker in the industry is an honor and a privilege.

Our journey began as a one-person operation, with my wife as my first employee—though her own thriving business soon took priority. Today, I’m incredibly grateful for my dedicated team of talented professionals who share my commitment to providing exceptional client service. Together, we uphold Schwab’s values by prioritizing clients and building lasting relationships within our community.

We were advised to be at the top tier of success we should strive for $500,000,000 in assets by our fifth year. Despite the challenges brought by the COVID-19, I’m proud to share that we’ve exceeded $600,000,000 at our four-year mark. Let’s Go!!!

Our accomplishments reflect the powerful support and culture at Charles Schwab, as well as our unwavering commitment to client-first values. We look forward to the future, energized by the impact we continue to make for our clients and our community. Here’s to the years ahead and to achieving even greater goals together! My new goal is to be at ONE BILLION 10/30/2026!

Please meet our next CEO, Rick Wurster.Walt Bettinger will be retiring 01/01/2025 and joining the Board next to our lege...
10/28/2024

Please meet our next CEO, Rick Wurster.
Walt Bettinger will be retiring 01/01/2025 and joining the Board next to our legendary founder Charles "Uncle Chuck" Schwab.
Rick has a great plan to continuing keeping Schwab ahead of our competitors and always putting the client first! Lets Go!!!

Rick Wurster has served as Schwab's President since 2021. In 2025, he'll become our CEO. Get to know him: https://bit.ly/4dYIzZI

Pink Up the Pace 2024. Our favorite 5k of the year. We love seeing our community come together for such a worthy cause y...
10/05/2024

Pink Up the Pace 2024. Our favorite 5k of the year. We love seeing our community come together for such a worthy cause year after year.
A big shout out to our CSS’s Minnette and Emily for holding down the Schwab booth at the expo and our mini-Schwabies for the extra hands and support yesterday.

It’s Schwag bag season. What local events are you attending this fall!?
09/26/2024

It’s Schwag bag season. What local events are you attending this fall!?

Proud to sponsor one of our favorite events and charities. St. Jude Children's Research Hospital / Florida. Not only are...
09/20/2024

Proud to sponsor one of our favorite events and charities. St. Jude Children's Research Hospital / Florida. Not only are we happy to sponsor but we do it in honor of my grandmother who adored this organization.

✨A huge THANK YOU to our generous St. George Sponsor Charles Schwab Independent Branch- St. Augustine! We are grateful for your support of St. Jude Children's Research Hospital / Florida✨

Purchase your tickets before we sell out🕺🏼💃

https://est.event.stjude.org/ELP/FIESTA

Address

841 S. Ponce De Leon Boulevard Suite #7
Saint Augustine, FL
32084

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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